Click here to Login

                                                   Importing portfolio from a comma delimted file


2010-08-27 12:12:13

I am trying to use the portfolio feature. Some of the things I am running into..

1. I have an existing stock portfolio. When I add the items into the portfolio, instead of adding a position it enters an order. I am unable to enter the price and date when I purchased it.
2. It would be easier if I can import a file with the ticker, quantity, price, and date information. This will allow me to quickly use the portfolio feature.


2010-08-28 10:12:59


Best Answer
We will implement the ability to add old positions to a portfolio. And also a way to easily add several positions.

No more messages


No html code. URLs turn into links automatically.

Type in the trading objects you want to include: - Add Objects
To add a trading object in your message, type in the object name, select it and then click on "Add Objects"


Trading Items
Portfolio Statistics to CSV File
Portfolio vs Stock Return
Stop Trading Based on Your Portfolio Equity Return
Stock Picks from Wikinancial
Lagged Data From a Custom Database

How-to Lessons
How to get trading orders from a portfolio programmatically
How to add trades from one portfolio to another one
How to import trades into a portfolio
How to generate buy/sell signals from a trading system
How to import trading data from CSV files

Related Forum Threads
How do I Import Tick Data from a CVS file
Importing Trade Ticks from a .CSV
Importing BID/ASK ticks from a .CSV
Ingest earnings data from csv file ..
Portfolio File

Blog Posts
Export Trading Orders from a Portfolio to a File
Diversify your portfolio by investing in stocks from various indu...
True portfolio simulation applied to trading systems
Reading and Exporting Data from QuantShare to Excel Programmatica...
How to Send Commands to QuantShare from Excel or Other Applicatio...

Create an account
Affiliate Program
Contact Us
Trading Forum
How-to Lessons
About Us
Terms of Use

Copyright 2021
Social Media
Follow us on Facebook
Twitter Follow us on Twitter
Follow us on Google+
RSS Trading Items

Trading financial instruments, including foreign exchange on margin, carries a high level of risk and is not suitable for all investors. The high degree of leverage can work against you as well as for you. Before deciding to invest in financial instruments or foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading and seek advice from an independent financial advisor if you have any doubts.